RS
Rohan Smith
Life And Health Insurance Advisor at Westmount Wealth Planning
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Work Experience
Life And Health Insurance Advisor
Dec 1998 - Present · 26 years and 1 months
Investment Fund Advisor
Dec 1998 - Present · 26 years and 1 months
Company Details
Westmount Wealth Planning is a boutique insurance planning firm serving families and incorporated individuals through our Vancouver & Vancouver Island offices. We use in-depth financial planning to recommend insurance strategies to protect our clients’ families and estates. Our primary objective is to assess every solution we consider by answering one simple question: “Is this the best thing for the client?” Westmount Wealth Planning Inc. offers term and whole life insurance, disability insurance, and critical illness insurance. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc., a boutique wealth management firm in Vancouver, BC. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
Vancouver, BC, CA
Keywords
Financial ServicesFinancial PlanningLife and Health InsuranceCritical Illness InsuranceRetirement Planningtax planningEstate planningCash flowDisability insuranceTax Strategies
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